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Economic and Strategy Viewpoint Q4 2022

Economic and Strategy Viewpoint Q4 2022

🕔15:33, 5.Dec 2022

The coming year is expected to be one of recession for the advanced economies with the eurozone now expected to join the US and UK in recording a fall in output for 2023 as a whole. The emerging markets have

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Harnessing the power of investment to accelerate a nature positive future

Harnessing the power of investment to accelerate a nature positive future

🕔12:22, 23.Nov 2022

The world has woken up to the vital role that nature plays in supporting our economy and society. With more than half of our global GDP dependent on the natural world, 1 we believe that the reality is stark: nature

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Schroders Credit Lens – Perspective of EUR investor

Schroders Credit Lens – Perspective of EUR investor

🕔12:24, 17.Nov 2022

Credit spreads have narrowed again, especially in the US. Valuations remain more compelling in European credit. While US HY index spread has narrowed, lowest-rated CCC bonds are underperforming and dispersion between issuers is rising. Rising risk-free yields and wider spreads

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Re-appraising the case for Latin American equities

Re-appraising the case for Latin American equities

🕔14:21, 14.Nov 2022

Latin America is a region which has long offered promise for investors, but which has seen equity performance disappoint over the last decade. The share of Latin American markets in major equity indices over this period has shrunk, as investor

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We need to talk about yields

We need to talk about yields

🕔12:38, 26.Oct 2022

Schroders CIO Lens: At the beginning of the summer, I asked the question “are we there yet?”, in relation to whether it was time to start thinking about taking on more investment risk. The answer then was no. At that

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Sustainability – Europe Institutional Investor Study 2022

Sustainability – Europe Institutional Investor Study 2022

🕔12:09, 1.Sep 2022

The 2022 Schroders Institutional Investor Study confirms once again how European investors have made sustainability an integral part of their activity, ahead of the global average in the race to net zero, regulatory agenda, and commitment to their role in

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Economic and Strategy Viewpoint Q3 2022

Economic and Strategy Viewpoint Q3 2022

🕔16:00, 24.Aug 2022

This is very new for younger investors. Interest rates are rising at an alarming pace, as central banks admit that inflation is no longer just a series of transient shocks, but there is a risk that it becomes more ingrained.

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Schroders Emerging Markets Lens: Emerging Market Debt

Schroders Emerging Markets Lens: Emerging Market Debt

🕔16:07, 4.Aug 2022

Summary Hard currency emerging market debt (EMD): – Valuations vary: 1. The spreads of investment grade (IG) sovereign and IG corporate indices are close to their historical medians. High yield (HY) corporate index spreads have inched slightly above the historical

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Schroders Equity Lens – Q3 2022

Schroders Equity Lens – Q3 2022

🕔14:19, 19.Jul 2022

Global equities fell in Q2, extending year-to-date declines. The MSCI World Index returned -16.2% in Q2, taking the YTD fall to -20.5%. The market backdrop remained dominated by concerns over higher inflation, rising …

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Schroders CIO Lens

Schroders CIO Lens

🕔07:56, 14.Jul 2022

T o anyone who ever travels with children, the incessant question “are we nearly there yet?” will be a familiar refrain that punctuates any long distance car journey. It’s certainly a favourite of my seven-year old daughter. Now, I find

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A snapshot of the world economy June 2022

A snapshot of the world economy June 2022

🕔12:53, 7.Jul 2022

Inflation at levels not seen for 40 years. We expect the Federal Reserve (Fed) in the US to continue to tighten policy aggressively and further increase the federal funds rate target range.  

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QEP: Seven key themes for 2022 and beyond

QEP: Seven key themes for 2022 and beyond

🕔16:32, 16.Jun 2022

Alongside the terrible human tragedy that has unfolded since Russia’s invasion of Ukraine, the war has also exaggerated many pre-existing trends. Some include the upward pressure on commodities and further disruptions to global supply gains at a time when inflationary

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Economic and Strategy Viewpoint Q2 2022

Economic and Strategy Viewpoint Q2 2022

🕔08:25, 16.Jun 2022

The peak in global inflation is probably not far away, but there are several reasons to think that it will fall relatively slowly. Lockdowns in China have caused bottlenecks in global supply chains to re-emerge, upside risks to commodity prices

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Does the 60/40 portfolio still make sense?

Does the 60/40 portfolio still make sense?

🕔11:22, 7.Jun 2022

For over two decades, the 60/40 equity-bond portfolio has served investors well as stock prices have risen and interest rates have fallen. However, the simultaneous sell-off in both asset classes this year has challenged this model. Looking ahead, we believe

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Given stagflationary concerns, our outlook remains cautious

Given stagflationary concerns, our outlook remains cautious

🕔11:44, 6.Jun 2022

Multi-Asset Investments Monthly views  Given “stagflationary” concerns, our outlook remains cautious, with a preference for quality in developed markets. Stagflation describes a combination of slowing growth and accelerating inflation.

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Recession risks rise as inflation takes its toll

Recession risks rise as inflation takes its toll

🕔15:20, 31.May 2022

Economic and Strategy Viewpoint Q2 2022 – The peak in global inflation is probably not far away, but there are several reasons to think that it will fall relatively slowly. Lockdowns in China have caused bottlenecks in global supply chains

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Our carbon framework for sustainable investing

Our carbon framework for sustainable investing

🕔10:07, 26.May 2022

The urgent need for action on climate change and likely policy responces means that investors need to think about carbon in their portfolios. And they need to do so from multiple perspectives.

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Infographic: A snapshot of the world economy in May 2022

Infographic: A snapshot of the world economy in May 2022

🕔12:54, 23.May 2022

Schroders Recession Dashboard: what is it telling us? Deforestation: what could be the market impact of new EU ban?  Which emerging markets are most at risk of defaulting on their overseas debts?

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Our carbon framework for sustainable investing

Our carbon framework for sustainable investing

🕔09:16, 19.May 2022

The urgent need for action on climate change means that investors need to think about carbon in their portfolios. And they need to do so from multiple perspectives. To help investors do this, we have developed a carbon framework.

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Getting started on decarbonising your total portfolio

Getting started on decarbonising your total portfolio

🕔13:12, 17.May 2022

Just before COP26, we wrote about what net zero means to those responsible for portfolios with multiple asset classes* . In this paper we address the practical aspects for asset owners and investors of getting on the decarbonisation path and

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Forget what you’ve done for the last decade

Forget what you’ve done for the last decade

🕔14:37, 4.May 2022

What does this mean for our portfolios? Firstly, let’s take the situation in Ukraine following Russia’s invasion. Above all there is the human perspective, which is tragic and horrifying. But our clients also need us to examine it from an

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How to address the challenges of sovereign sustainability

How to address the challenges of sovereign sustainability

🕔12:29, 4.May 2022

What does sustainability mean to you? We recognise that this can be an emotive topic and it is difficult to consolidate disparate sustainability concepts into one investable package. What we can do however is be clear in our objectives, encourage

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The case for a standalone India allocation

The case for a standalone India allocation

🕔10:03, 29.Mar 2022

In this paper, we argue that India offers an opportunity for investors because of its unique characteristics. On the macroeconomic side, India is on the course to become the most populous country in the world by the end of this

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What are the merits of a public-private equity investment approach?

What are the merits of a public-private equity investment approach?

🕔08:06, 9.Mar 2022

A public-private equity investment approach is one that combines public equity and private equity investments within the same portfolio. In recent years this has grown in scale globally, with several billion dollars raised for new and existing offerings; we believe

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What drives the equity-bond correlation?

What drives the equity-bond correlation?

🕔09:00, 9.Feb 2022

In focus The negative correlation between equities and bonds plays a key role in the construction of diversified portfolios. Yet its underlying drivers are not fully understood, leaving much uncertainty about what to expect going forward. Our research aims to

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The times they are a-changing

The times they are a-changing

🕔08:35, 2.Feb 2022

Dear investor, welcome to the inaugural edition of the CIO Lens. Each quarter we will bring you the views and opinions of our investment experts here at Schroders to help you navigate the challenging (and changing) investment times that we

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Infographic: A snapshot of the world economy in January 2022

Infographic: A snapshot of the world economy in January 2022

🕔09:04, 1.Feb 2022

China will be key to the growth outlook for emerging markets in 2022 …

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Schroders Emerging Markets Lens: Emerging Market Debt

Schroders Emerging Markets Lens: Emerging Market Debt

🕔10:25, 31.Jan 2022

Valuations vary 1. Investment grade (IG) sovereign and corporate spreads are well below historical medians 2. High yield (HY) spreads offer more value, especially in sovereign EMD where the dispersion between countries has increased

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Running out of steam?

Running out of steam?

🕔16:17, 24.Jan 2022

Schroders Equity Lens: Global equities ended the year on a high note, rallying by 6.8% in Q4, as a strong earnings season coupled with a relatively stable interest rate environment supported performance …

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Why might investors be interested in waste?

Why might investors be interested in waste?

🕔09:19, 18.Jan 2022

The challenge of waste management has long been one of society’s primary challenges. Indeed, we can trace the origin of the waste management industry all the way back to the creation of the first municipal dump in Ancient Greece where,

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Quarterly markets review – Q4 2021

Quarterly markets review – Q4 2021

🕔10:24, 13.Jan 2022

– Global equities were stronger in the final quarter of 2021 as investors focused on economic resilience and corporate earnings. – In bond markets, government bonds outperformed corporate bonds. Markets began to price a faster pace of interest rate rises

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How to find the most powerful investment themes

How to find the most powerful investment themes

🕔08:36, 10.Jan 2022

Thematic investing offers the opportunity to invest in the trends transforming the world around us. David Docherty explains how to identify those themes that combine a meaningful impact with the possibility of strong returns.

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An unbalanced recovery

An unbalanced recovery

🕔16:07, 15.Dec 2021

Economic and Strategy Viewpoint December 2021 After a surge in activity in the first half of the year the world economy hit an air pocket in the third quarter. Bottlenecks in supply chains meant that delivery times soared and firms

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Economic and Strategy Viewpoint

Economic and Strategy Viewpoint

🕔16:47, 2.Dec 2021

After a surge in activity in the first half of the year the world economy hit an air pocket in the third quarter. Bottlenecks in supply chains meant that delivery times soared and firms had to cut production due to

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Why might ESG factors increase returns?

Why might ESG factors increase returns?

🕔10:42, 11.Nov 2021

Many investors today seek more than impact from their ESG portfolios. They want returns too. By now, there are literally thousands of papers asking whether ESG adds to – or detracts from – expected returns. But there is no consensus,

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Is India the next great convergence story?

Is India the next great convergence story?

🕔21:22, 26.Oct 2021

India has been a favourite of emerging market investors for many years. In fact, according to survey data, a majority of mutual fund managers have favoured India more or less since …

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Global market perspective – Q4 2021

Global market perspective – Q4 2021

🕔13:59, 12.Oct 2021

The re-opening of the world economy continues and economic activity has picked up substantially. However, the strength of the rebound in demand has caught firms by surprise and supply chains are stretched with the consequence that inflation has picked up.

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Should investors consider happiness rather than GDP?

Should investors consider happiness rather than GDP?

🕔15:24, 3.Sep 2021

The shift to whether we should pursue wellbeing rather than GDP growth is underway. Figuring out what makes society happy helps us identify the risks to the global economy from S in ESG.

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Economic and Strategy Viewpoint September 2021

Economic and Strategy Viewpoint September 2021

🕔12:42, 30.Aug 2021

Forecast update: a touch of stagflation We still expect a robust recovery in the world economy, but the outlook has moved in a stagflationary direction as growth momentum fades and price pressures rise. Our forecast for global GDP growth is

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A snapshot of the world economy in July 2021

A snapshot of the world economy in July 2021

🕔10:18, 20.Jul 2021

Digital drive will boost productivity growth Why China’s vaccine surge is good news for the world How will age-related spending change in the next decade 

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Which emerging markets will be the winners and losers from energy transition?

Which emerging markets will be the winners and losers from energy transition?

🕔13:07, 16.Jul 2021

The race to decarbonise the global economy has the potential to turn the commodities market upside down. And this will have wide-ranging implications for emerging markets (EM). Most of the world’s largest economies are targeting “net zero” emissions of carbon

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Economic and asset allocation views Q3 2021

Economic and asset allocation views Q3 2021

🕔16:57, 9.Jul 2021

Economic overview .We are upgrading our forecast for global growth and now expect the world economy to expand by 5.9% this year (previously 5.3%) before slowing to 4.5% in 2022 (previously 4.6%). Our forecasts for inflation are also increased, with

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How do you construct portfolios in a world of zero interest rates?

How do you construct portfolios in a world of zero interest rates?

🕔14:57, 11.May 2021

We think that meeting return objectives in the 2020s is going to require a radical rethink about portfolio construction and using a wider set of tools. Interest rates are at zero. Developed market bonds yield not much more. This has

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Economic and asset allocation views January 2021

Economic and asset allocation views January 2021

🕔10:42, 21.Jan 2021

Economic and asset allocation views January 2021 Global market perspective News that a Covid-19 vaccine is on its way has provided a boost to the outlook for the world economy, and spurred a significant rally in risk assets. Over the

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How to understand the EU’s growing rulebook on sustainable investing

How to understand the EU’s growing rulebook on sustainable investing

🕔14:02, 14.Jan 2021

In the last few years new words have been invading our everyday vocabulary. We have gone from ‘climate change’ and ‘green economy’ to the more specialised ‘sustainability’ and ‘integration’ and the utterly bizarre ‘principal adverse impact’ and ‘taxonomy’. What is

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Global Investor Study – Under pressure: investors’ response to crisis

Global Investor Study – Under pressure: investors’ response to crisis

🕔15:20, 25.Sep 2020

Understanding personal behaviours and motivations when investing is important to help make the right decisions – especially when external pressures are at play. People who invest are faced with countless decisions about which investments to choose, each with …

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Economic and Strategy Viewpoint

Economic and Strategy Viewpoint

🕔07:39, 25.Aug 2020

Since our last forecast in May we have seen a further easing of lockdowns, particularly in Europe, and a gradual resumption of economic activity. The US has seen a second wave of outbreaks in the southern states and cases in

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Six reasons why automation is poised to accelerate

Six reasons why automation is poised to accelerate

🕔12:50, 21.Aug 2020

Covid-19 has bolstered the argument for automation but several other trends support the long-term investment case. Automation has long been a feature of the manufacturing sector, as companies seek to improve productivity and make high quality goods to a specific

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A snapshot of the global economy – August 2020

A snapshot of the global economy – August 2020

🕔09:48, 21.Aug 2020

In this month's infographic we look at the potential effects of climate change on markets.  

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Global Investor Study

Global Investor Study

🕔14:51, 13.Aug 2020

Under pressure: investors’ response to crisis Understanding personal behaviours and motivations when investing is important to help make the right decisions – especially when external pressures are at play. People who invest are faced with countless decisions about which investments

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